Story Wealth Management’s 6-Step Process To Your Financial Roadmap
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Story Wealth Management’s 6-Step Process To Your Financial Roadmap

A Clear Process To Your Personalised Plan

The Story Wealth Process ensures that we understand who you are and what your goals are right from the outset. We treat every client as an individual and develop a customised roadmap, recommendations, and strategies that reflect that individuality.

Step One: Getting to Know You

Before you come in for your initial appointment we ask you to complete 2 questionnaires: one is about your financial assets, insurances, obligations etc; the other concerns your goals, desires and objectives. This provides a basis for our discussion and helps us to get to know each other better. We believe everyone should work with a financial planner to grow their assets and secure their future, but we also believe that it’s a very personal decision.

Step Two: Discovery

During our first meeting we’ll discuss the information you’ve provided in your questionnaires, but it’s really an opportunity for you to get to know us. Choosing a financial planner is a major decision and you are free to ask any questions you like. We won’t ‘sell’ you into our philosophy and process because it’s vital that you choose us because you trust our approach… or find another financial planner you do trust.

Step Three: Engagement

Now that we have enough information about your circumstances and key goals we are able to advise you how we may be able to help you achieve those objectives through a personalised financial plan. Should you choose to work with Story Wealth Management you will sign our Letter of Engagement which outlines our fixed fee for service and then we will move forward and develop a detailed financial roadmap.

Step Four: Advice

We will prepare a specific blueprint for your financial future including recommended strategies and structure designed to meet your goals and needs. One of our experienced planners will meet with you (and any other professional advisors you choose to bring along - accountant, lawyer, broker), to discuss this blueprint in detail and answer all your questions. The plan will cover every stage of your life and include both wealth building and wealth protection strategies.

Step Five: Implementation

When you accept our Statement of Advice we will assist you with the paperwork required to implement the strategies and structures it outlines. We will then ensure that the plan is implemented and (if you select this option) you will be able to monitor your results via our secure online portal which you can access at any time.

Step Six: Review

Financial plans are never set in cement. Changes in the market, legislation, and your life circumstances may require modifications to the strategy. We monitor your portfolio regularly and will make recommendations as needed to ensure that you remain on-track to meet your goals. Depending on your preferences the period between reviews may vary, but we will meet together at least once per year to discuss your progress.